Loan Servicing Analyst I, II, III or Account Manager

3 weeks ago


Chico, United States Tri Counties Bank Full time

Come join a company you can be proud to represent.

The hiring range for this opportunity is $20.00 to $30.00 per hour along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience.

POSITION SUMMARY - Loan Servicing Analyst I, II and III

The Loan Servicing Analyst I will process exception loan payments and executes loan functions assigned by the department supervisor or other more senior personnel. The functions include generating simple loan payoffs, generating loan amortization schedules, processing loan payments, executing core system entries, working time sensitive reports, all to support branch and department personnel. The Loan Servicing Analyst I may execute payments and other adjustments as necessary so that the department entries balance daily.

The Loan Servicing Analyst II will research and processes exception loan payments and execute loan functions with support from senior personnel and department supervisors as needed.The Loan Servicing Analyst II processes functions that include but are not limited to exception loan payments, loan payoffs (including partial payoffs and partial collateral release involving lot adjustments/splits), loan amortization issues, variable rate changes, time sensitive reports, system entries and adjustments that are beyond branch/department skillset or authority, all to support branch and department personnel.

The Loan Servicing Analyst III collaboratively and with senior personnel and department supervisors, processes complex and technical loan issues and functions that include but are not limited to exception loan payments, loan payoffs (including partial payoffs and partial collateral release involving lot adjustments/splits), loan amortization issues, variable rate changes, core system reconciliation, audits, exams, and time sensitive reports, all to support branch and department personnel.

POSITION SUMMARY - Account Manager

The Loan Servicing Account Manager independently and without guidance or direction, manages complex and technical loan servicing issues and processes. The Account Manager validates and audits Loan Servicing Analyst tasks that include but are not limited to exception loan payments, loan payoffs (including partial payoffs and partial collateral release involving lot adjustments), amortization issues, variable rate changes, core system reconciliation, audits, exams, and time sensitive reports, all to support branch and department personnel. The Loan Servicing Account Manager may oversee disputes, Secondary Market activity, escrow transactions and general ledger certifications being performed by the Loan Servicing Analyst

MAJOR RESPONSIBILITIES - Loan Servicing Analyst I, II and III

  • Assists department and other business units and branch personnel with loan related matters that may exist after boarding.
  • Maintain adherence to established operational procedures from other departments, providing ongoing monitoring for accuracy.
  • Follow operational programs/procedures/job aids as assigned.
  • Identify payment issues and correct as instructed by senior personnel.
  • Generate simple payoff demand requests on consumer loans.
  • Investigate out of balance conditions and payment errors.
  • With guidance from more senior personnel, resolve discrepancies between Promissory Note and core system
  • Process various daily Signature queries & Nautilus reports that are time sensitive, including but not limited to: Matured Loan query, Automatic Loan Payment Exception Journal.
  • Provide data to senior management for audit and exam campaigns.
  • Process approved disbursement requests from Construction Lending group.
  • As instructed, process incoming wires for loan related activity. Execute outgoing wires as instructed.
MAJOR RESPONSIBILITIES - Account Manager
  • Provide direction and resolution on escalated loan issues to Management, Auditors/Examiners, Commercial/Home Mortgage/Consumer business units, branch personnel, Legal, Risk, Compliance, and external customers
  • Audit adherence to established operational procedures from other departments, providing ongoing training and feedback
  • Develop, maintain, and publish operational Programs/procedures/job aids
  • Serve as project lead for ongoing product/system implementation
  • Analyze loan structure upon boarding to ensure accuracy of setup, billing and payment posting hierarchy. Provide direction for corrections as needed
  • Audit Loan Servicing Analysts research on payment issues for accuracy, clarity and correction as needed
  • Review and approve calculated Payoff calculations within acceptable timeline standards by reviewing and interpreting promissory note and/or Credit Admin instruction
  • Review and approve Loan Servicing Analysts tasks correcting out of balance conditions and payment errors
  • Provide review and approval of proposed resolution of discrepancies between Promissory Note and core system by the Loan Servicing Analyst
  • Create, edit, and manage various daily Signature queries & Nautilus reports
  • Act as lead for audit exams
  • Create, edit, and maintain callback procedures to ensure accuracy
  • Revie and approve incoming and outgoing wires for loan related activity
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED - Loan Servicing Analyst I, II and III
  • 4-year degree or high school diploma and equivalent work experience
  • Able to organize and handle multiple tasks
  • Excellent verbal and written communication skills.
  • Proficient MS Office Skills in Word/Excel/PowerPoint.
  • Loan Servicing Analyst II: 2-3 years' experience servicing loans or equivalent work experience. Proficient in most facets of the job responsibilities with a working knowledge and understanding of loan servicing. Ability to work and solve problems independently following Tri Counties Bank policies and procedures.
  • Loan Servicing Analyst III: 3-4 years' experience servicing loans or equivalent work experience. Complete proficiency in all facets of the job responsibilities with a thorough understanding of loan servicing procedures and Bank programs/products/guidelines.
EDUCATION, EXPERIENCE AND OTHER SKILLS REQUIRED - Account Manager
  • 4 year degree or equivalent work experience
  • 4-5 years' experience servicing loans or equivalent work experience. Advanced proficiency in all facets of the job responsibilities with an advanced understanding of loan processing procedures and Bank programs/products/guidelines.
  • Advanced organizational skills
  • Excellent verbal and written communication skills
  • Proficient MS Office Skills in Word/Excel/PowerPoint
  • Advanced skills in Signature Core system, Nautilus and other Bank systems
PHYSICAL REQUIREMENTS
  • May be required to lift up to 25 pounds.


*Full job descriptions for each position provided upon request

COMPANY PROFILE

Established in 1975, Tri Counties Bank is a wholly-owned subsidiary of TriCo Bancshares (NASDAQ: TCBK) headquartered in Chico, California, with assets of nearly $10 billion and more than 45 years of financial stability. Tri Counties Bank provides a unique brand of Service With Solutions® for communities throughout California with a breadth of personal, small business and commercial banking services, plus an extensive branch network, more than 37,000 surcharge-free ATMs nationwide, and advanced online and mobile banking.

Tri Counties Bank remains strong and profitable through our top-down commitment to our core values, sound business principles and responsible lending practices.

Our success is also based on our community engagement. We still believe in the vision of the helpful and caring community banker. As we grow and serve more communities, we become more involved, providing substantial financial and volunteer support to local economies and community organizations. We applaud our employees who roll up their sleeves to work and volunteer for a greater good in our communities.

Tri Counties Bank hires individuals who are qualified for the role and who represent the communities in which we serve. We look to place people in positions where they can best utilize their abilities and strengths, and where they are able to grow with the Bank.

Tri Counties Bank is an Affirmative Action and Equal Opportunity Employer, Race/Color/Religion/Sex/Sexual Orientation/Gender Identity/National Origin/Disability/Veteran.

  • Chico, United States Butte County Full time

    This recruitment is for level I/II/III. FLSA Level I/II/III: Exempt DEFINITION Under general supervision or direction, performs management analysis work to assist the County Administrative Office in resolving budget, financial, policy, administrative, and management issues affecting all County departments requiring comprehensive knowledge of County political...


  • Chico, California, United States Golden State Farm Credit Full time

    Position OverviewAre you detail-oriented and adept at managing financial records? If you possess a keen eye for numbers and a passion for delivering exceptional customer service, you might be the ideal candidate for the Loan Accounting Specialist role at Golden State Farm Credit. Key ResponsibilitiesThe Loan Accounting Specialist is responsible for...


  • Chico, California, United States Golden State Farm Credit Full time

    Position OverviewAre you someone who pays attention to the smallest details? Do you excel at identifying discrepancies in financial transactions? If you take pride in fostering strong relationships with clients while delivering exceptional service, then you might be an ideal fit for the Loan Accounting Associate role at Golden State Farm Credit.Role...


  • Chico, United States Tri Counties Bank Full time

    POSITION SUMMARY The Item Processing Specialist I is responsible for balancing and posting all image transactions captured by the branches. They scan transactions for local departments and stay in constant communication with branch employees to ensure high quality images are captured and transactions are posted accurately. Supports TCB branches by...


  • Chico, United States Tri Counties Bank Full time

    Come join a company you can be proud to represent. The hiring range for this opportunity is $19.00 to $21.00 hourly along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY The Item Processing...


  • Chico, United States Tri Counties Bank Full time

    Come join a company you can be proud to represent. The hiring range for this opportunity is $19.00 to $21.00 hourly along with incentive opportunities, creating a competitive total compensation package based on our pay scale, and may be modified by location and is commensurate with qualifications and experience. POSITION SUMMARY The Item Processing...


  • Chico, California, United States Golden State Farm Credit Full time

    Position OverviewThe Loan Accounting Associate is responsible for managing and reconciling loan accounting activities, including the initiation and closure of loans while offering support to both internal and external clients. This role requires a detail-oriented professional with a solid background in accounting and a knack for numerical accuracy.Key...


  • Chico, United States Enloe Medical Center Full time

    Pay Range: $ 20.26/hr - $ 23.81/hr**1630 Start timePOSITION SUMMARY: The Patient Access Representative III is assigned to the Emergency Department and is responsible to accurately collect and analyze all required demographic, insurance, financial and clinical data elements necessary to register patients presenting for treatment. The Incumbent is responsible...


  • Chico, California, United States Rippling Full time

    Position Overview:As a Financial Technician II at Rippling, you will operate autonomously within our finance team while also providing essential support during peak periods and employee absences. Our finance team consists of a controller, a manager, two technicians, a specialist, and an administrative staff member, all working under the guidance of our CFO...


  • Chico, United States Enloe Medical Center Full time

    Pay Range: $ 21.28/hr - $ 25.01/hr - $ 28.73/hr *Please note, the highest starting rate as a new hire is $25.01/hr, based on applicable experience POSITION SUMMARY: The Patient Access Representative III is assigned to the Emergency Department and is responsible to accurately collect and analyze all required demographic, insurance, financial and clinical data...


  • Chico, United States Enloe Medical Center Full time

    Pay Range: $ 20.26/hr - $ 23.81/hr **1630 Start time POSITION SUMMARY: The Patient Access Representative III is assigned to the Emergency Department and is responsible to accurately collect and analyze all required demographic, insurance, financial and clinical data elements necessary to register patients presenting for treatment. The Incumbent is...


  • Chico, United States Enloe Medical Center Full time

    Pay Range: $ 21.28/hr - $ 25.01/hr - $ 28.73/hr*Please note, the highest starting rate as a new hire is $25.01/hr, based on applicable experience* Start time of 1500POSITION SUMMARY:The Patient Access Representative III is assigned to the Emergency Department and is responsible to accurately collect and analyze all required demographic, insurance, financial...


  • Chico, United States Enloe Medical Center Full time

    Pay Range: $ 20.26/hr - $ 23.81/hr - $ 27.35/hr *Please note, the highest starting rate as a new hire is $23.81/hr, based on applicable experience *Start time: 1830 POSITION SUMMARY: The Patient Access Representative III is assigned to the Emergency Department and is responsible to accurately collect and analyze all required demographic, insurance, financial...

  • Risk Analyst

    3 weeks ago


    Chico, United States Tri Counties Bank Full time

    Responsible for supporting the Bank's operational risk management programs, including Third Party Risk Management (TPRM), Business Continuity, and Enterprise Risk management. Provide support in the day-to-day operations of the TPRM and BC programs. I Risk Analyst, Risk, Analyst, Support, Management, Monitoring, Technology


  • Chico, United States Enloe Medical Center Full time

    The Customer Service Representative II provides personalized and effective customer service to patients, family members, physician office staff, insurance companies and the general public. The Customer Service Representative II is responsible for res Customer Service Representative, Customer Service, Representative, Retail, Healthcare, Skills, Patient


  • Chico, California, United States TravelNurseSource Full time

    About the PositionNurse managers are responsible for supervising nursing staff in a hospital or clinical setting. They oversee patient care, make management and budgetary decisions, set work schedules, coordinate meetings, and make decisions about personnel.Job RequirementsRequired for Onboarding: BLS, Clinical Nurse Manager, Color Vision, Exam Core...

  • Travel Nurse RN

    3 days ago


    Chico, California, United States TravelNurseSource Full time

    About the PositionWe are working with Coast Medical Service to find a qualified Operating Room Registered Nurse (OR RN) for a travel nursing opportunity in Chico, California.Job RequirementsAdvanced Cardiovascular Life Support (ACLS) certificationBLS certificationCore Mandatory Part I ExamCore Mandatory Part II (Nursing) ExamCore Mandatory Part III ExamFL...


  • Chico, United States City of Chico, CA Full time

    Police Records Technician I: This is the entry-level classification in the Police Records Technician series. Initially under close supervision, incumbents learn and perform routine police record processing and maintenance duties. As experience is gai Technician, Police, Records, Healthcare, Tech, Management

  • Travel Nurse RN

    3 days ago


    Chico, California, United States TravelNurseSource Full time

    Job SummaryWe are seeking a qualified Occupational RN to join our team at TravelNurseSource. This is a fantastic opportunity to work in a Clinic setting in Chico, California.Key ResponsibilitiesDeliver exceptional patient care and make a significant impact in the healthcare community.Work collaboratively with our team to provide high-quality care and...

  • Travel Nurse RN

    5 days ago


    Chico, California, United States TravelNurseSource Full time

    About the PositionWe are seeking a highly skilled and compassionate Registered Nurse (RN) to fill an Admin/Mgmt position in Chico, California. As a travel nurse with TravelNurseSource, you will have the opportunity to work in a dynamic and fast-paced environment, providing exceptional patient care and making a significant impact in the healthcare...